Microsoft Outlook is the most utilized email application in the world but there's more to it than email. It can be used for managing and organizing contacts, calendars, tasks and notes; keeping track of activities related to clients, customers and projects; scheduling appointments; and organizing meetings. In short, it's a full-featured personal information manager.

Microsoft Outlook is the most utilized email application in the world but there's more to it than email. It can be used for managing and organizing contacts, calendars, tasks and notes; keeping track of activities related to clients, customers and projects; scheduling appointments; and organizing meetings. In short, it's a full-featured personal information manager.

Objectives:

Identify related messages quickly and easily using Conversation View.

Determine how to create Quick Steps to automate recurring processes.
Recognize how to employ drag-and-drop to create new appointments, tasks or contacts from email messages.
Select folders and categories to organize the inbox.
Determine rules to automate the process of filing email messages.
Identify three methods of sharing your calendar with others.

Major Subjects:

Inbox organization
Calendar appointments and meetings control
Collaboration
Reorder contact list in last name, first name order
Scheduling Assistant

Designed For:

Accountants and business professionals who want to more effectively manage personal information, such as email, contacts and calendars.

Prerequisite:

Knowledge of basic Outlook operations.

Advanced Prep: None

Speaker: Lawrence A McClelland

Vendor: CalCPA

Field of Study: Info Tech

Level: Intermediate

CPE Credit: 2 hours

Acronym: TECHK

Registration Fees:

Members: $70

Nonmembers: $94

Meet the Speaker:

Lawrence A. McClelland, MBA, JD, is an attorney and accounting professional. Mr. McClelland has over 10 years of experience conducting CPE in the US, Europe, Asia, Australia, and New Zealand. Mr. McClelland is a regular speaker at annual technology conferences of the AICPA and has published articles in the Journal of Accounting Education, Journal of Accounting Research and other periodicals. He has an established practice in business and technology consulting.